Remote | investment banking associate — $150–$220/hour

We are sharing a specialised consulting opportunity for experienced investment banking and finance professionals with strong expertise in financial modelling, equity research, transaction analysis, valuation, and AI-enabled financial workflows to contribute to advanced AI training and evaluation initiatives. Selected professionals will demonstrate how modern AI tools are incorporated into research, modelling, valuation, and deal processes; develop realistic finance workflows and analyses; evaluate AI-generated outputs; and provide practical insight into where AI improves or falls short of traditional investment-banking methods. Prior AI research experience is not required, but hands-on use of AI tools in professional finance workflows is important.

Key Responsibilities

• Financial Modelling & Deal Analysis
  • Apply investment-banking expertise to realistic financial analysis workflows
  • Demonstrate approaches to financial modelling and valuation
  • Analyse transaction-related information and deal scenarios
  • Explain modelling assumptions and analytical decision-making
  • Apply professional judgement to complex finance tasks
• AI-Enabled Finance Workflows
  • Demonstrate how AI tools integrate into day-to-day finance workflows
  • Develop example workflows using AI-powered financial platforms
  • Apply AI tools to research, data collection, modelling, and valuation
  • Explain where AI can streamline traditional analytical processes
  • Identify practical limitations of AI-assisted financial work
• Research & Analytical Evaluation
  • Evaluate AI-generated financial research and modelling outputs
  • Assess analytical accuracy, relevance, and completeness
  • Identify errors, unsupported assumptions, or weak conclusions
  • Compare generated work against professional finance standards
  • Provide detailed feedback to improve output quality
• Traditional vs AI-Assisted Methods
  • Compare conventional finance workflows with AI-enhanced approaches
  • Identify efficiencies created by automation and AI tooling
  • Analyse areas where professional judgement remains essential
  • Evaluate trade-offs between speed, accuracy, and analytical depth
  • Document lessons from AI adoption across financial workflows
• Reporting & Collaborative Feedback
  • Produce clear financial analyses, example reports, and workflow documentation
  • Communicate technical and analytical concepts to varied audiences
  • Provide actionable feedback on tools, processes, and outputs
  • Collaborate with interdisciplinary teams on evaluation assignments
  • Contribute insight into evolving financial technology practices

Ideal Profile

• Substantial experience in investment banking, equity research, corporate finance, asset management, or a closely related field
• Hands-on experience as an Associate, VP, Analyst, or comparable finance professional
• Strong financial modelling and valuation capabilities
• Experience supporting transaction processes or deal-oriented analysis
• Strong understanding of equity research and company analysis
• Experience analysing financial statements and complex datasets
• Direct professional use of AI-powered financial tools
• Familiarity with platforms such as Rogo, Hebbia, Model ML, Claude for Financial Services, or comparable tools
• Ability to explain how AI is integrated into research, modelling, and transaction workflows
• Strong analytical judgement when evaluating AI-generated finance outputs
• Experience identifying process inefficiencies and workflow optimisation opportunities
• Excellent written and verbal communication skills
• Ability to translate complex financial concepts into clear explanations
• Experience providing actionable feedback on financial tools or analytical processes
• Strong interest in financial technology and emerging industry practices

Engagement Details

Independent contractor engagement, Fully remote

Compensation: $150–$220/hour

Work will involve financial modelling, investment research, deal analysis, AI-assisted workflow development, and output evaluation. Hands-on professional experience with AI-enabled finance tools is particularly relevant to this engagement. Assignments may involve example analyses, reports, valuation workflows, research processes, and transaction-related scenarios. Contributors may compare traditional finance methods with AI-assisted approaches. Strong written communication and ability to explain analytical reasoning are central to the work. Project scope, workflows, and financial use cases may evolve depending on research requirements. Work must be completed without using confidential, proprietary, client-specific, transaction-sensitive, material non-public, or otherwise restricted information belonging to any employer, client, financial institution, investment firm, issuer, or other third party.

About the Platform

This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams. By submitting this application, you acknowledge that your information may be processed by 24-MAG LLC for recruitment and opportunity matching in accordance with our Privacy Policy: https://www.24-mag.com/privacy-policy.